Demo

Underwriting Customer Service Representative

Integrity Marketing Group
Clearwater, FL Full Time
POSTED ON 1/12/2025
AVAILABLE BEFORE 3/11/2025

About Insurance Administrative Solutions   

Insurance Administrative Solutions (IAS) is a third-party provider of comprehensive administrative solutions for our clients in the insurance industry. We offer a business process outsourcing solution that helps insurers optimize administrative workload, bolster their industry expertise, leverage emerging technologies, and streamline operations. With strong industry knowledge, we deliver value to our customers by providing compassionate customer service, efficient processing, and quality results. Here at IAS, we embrace the fact that great things are only accomplished by working as a team. We believe that all of our employees have valuable input no matter the level. Our highly collaborative team environment offers each of our employees a place where they can excel.

Job Summary

This role is a supportive position within the New Business Department, tasked with assisting in various clerical duties to facilitate the smooth operation of the department. The candidate is expected to have a clear understanding of the interrelation and impact of various operational functions. A key aspect of the role is providing prompt and courteous customer service. The ideal candidate will have comprehensive customer service experience, the ability to thrive in a fast-paced environment, familiarity with AWD, and knowledge of Medicare Supplement is considered a plus.

Primary Responsibilities: 

  • Must be able to work scheduled shift and if needed, rotate schedules with other employees for proper departmental staffing needs and/or work Overtime as needed.
  • Answering and documenting phone calls from a call center environment.
  • Make outgoing calls to verify information with the applicant(s) or agent(s).
  • Ability to type letters for amendments, additional requirements, declines, not takens and problems.
  • Process Check Requests for declines, not takens and overpayments.
  • Process and input additional CWA.
  • Follow-up on application and agent problems.
  • Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide.
  • In a workflow system, match facsimiles and mail received to the appropriate file.
  • Follow-up on all pending requirements.
  • Process applications with stop payments placed on the check.
  • Process pending requirements when received and update the database.
  • Generate follow-up letters on all problem applications.
  • Must be able to work in an environment where procedures change frequently.
  • Understand Federal and State requirements for open enrollment, guarantee issue and underwritten applications.
  • Update the database with all the appropriate information.
  • Prep files by creating an image coverage sheet and separate each item with a separator sheet for the imaging department.

Primary Skills & Requirements:  

  • High school diploma or equivalent.
  • Computer experience is required.
  • Prior office experience is preferred.
  • Medical insurance experience is a plus.
  • Candidates must be local to the area. 

SCHEDULE:

  • Monday to Friday
  • 37 hour work week

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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